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TCW Flexible Income ETF (FLXR) Institutional Ownership

$39.34 +0.04 (+0.10%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$39.35 +0.01 (+0.03%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$418.78M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.35M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025First Pacific Financial1,881,546$74.23M10.9%N/A5.195%
7/14/2025 Park Avenue Securities LLC8,950$353K0.0%N/A0.025%
7/11/2025 Silver Oak Securities Incorporated45,946$1.81M0.1%N/A0.132%
7/10/2025 Exchange Traded Concepts LLC482,101$19.02M0.2%-7.7%1.382%
7/10/2025 Wealth Enhancement Advisory Services LLC26,846$1.06M0.0%-6.6%0.077%
7/8/2025 Parallel Advisors LLC7,186$283K0.0%N/A0.021%
7/7/2025 Peak Financial Advisors LLC547,259$21.59M11.1%+267.3%1.600%
5/19/2025Jane Street Group LLC43,800$1.72M0.0%+25.5%0.000%
5/15/2025Royal Bank of Canada8,123$318K0.0%-71.3%0.000%
5/15/2025Baird Financial Group Inc.42,937$1.68M0.0%N/A0.000%
5/14/2025Napa Wealth Management20,493$803K0.5%-3.5%0.000%
5/13/2025Francis Financial Inc.459,505$18.00M4.4%N/A0.000%
5/13/2025Bridgewealth Advisory Group LLC10,925$428K0.6%+54.0%0.000%
5/12/2025Cooper Financial Group12,800$501K0.1%+10.1%0.000%
5/9/2025Cary Street Partners Investment Advisory LLC4,232$166K0.1%N/A0.000%
5/9/2025Cary Street Partners Financial LLC1,147,345$44.94M1.4%+33.5%0.000%
5/9/2025Thoroughbred Financial Services LLC12,909$505K0.0%-6.4%0.000%
5/9/2025Argent Trust Co27,203$1.07M0.0%N/A0.000%
5/9/2025PNC Financial Services Group Inc.1,367$54K0.0%+125.2%0.000%
5/8/2025Pasadena Private Wealth LLC228,152$8.94M1.7%+1.8%0.000%
5/8/2025CAP Partners LLC18,581$728K0.5%+17.9%0.000%
5/8/2025Tandem Financial LLC44,007$1.72M1.9%+6.7%0.000%
5/8/2025Mesirow Financial Investment Management Inc.14,728$577K0.0%N/A0.000%
5/8/2025Arkadios Wealth Advisors15,641$613K0.0%-2.2%0.000%
5/7/2025Frontier Asset Management LLC52,672$2.06M0.6%+150.4%0.000%
5/7/2025LPL Financial LLC1,053,856$41.28M0.0%+78.8%0.000%
5/7/2025BlueStem Wealth Partners LLC316,303$12.39M1.7%N/A0.000%
5/7/2025White & Co Financial Planning Inc219,574$8.59M7.4%+3.1%0.000%
5/6/2025Cetera Investment Advisers34,093$1.34M0.0%+1.8%0.000%
5/6/2025AE Wealth Management LLC2,860$112K0.0%N/A0.000%
5/5/2025Beckerman Institutional LLC51,127$2.00M1.5%N/A0.000%
5/5/2025Hollencrest Capital Management2,560$100K0.0%+100.0%0.000%
5/2/2025Concord Wealth Partners13,055$511K0.1%N/A0.000%
5/2/2025Litman Gregory Wealth Management LLC5,230$205K0.0%-18.3%0.000%
5/2/2025Tectonic Advisors LLC521,822$20.44M1.3%+5.0%0.000%
5/2/2025Apollon Financial LLC5,720$224K0.1%N/A0.000%
5/2/2025Leelyn Smith LLC63,819$2.50M0.4%-2.1%0.000%
5/1/20253EDGE Asset Management LP137,472$5.39M0.4%+127.6%0.000%
4/30/2025M&T Bank Corp1,298,264$50.85M0.2%+17.1%0.000%
4/29/2025Envestnet Asset Management Inc.903,751$35.40M0.0%+103.4%0.000%
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4/28/2025Rovin Capital UT ADV34,055$1.33M0.4%N/A0.000%
4/25/2025WJ Wealth Management LLC149,036$5.84M2.1%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.25,221$988K0.0%+139.6%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.135,511$5.31M0.0%+22.9%0.000%
4/22/2025Weaver Capital Management LLC385,644$15.11M4.0%+218.6%0.000%
4/21/2025Envestnet Portfolio Solutions Inc.81,080$3.18M0.0%+23.4%0.000%
4/17/2025Morton Capital Management LLC CA1,303,569$51.06M9.9%+5.1%0.000%
4/17/2025 Exchange Traded Concepts LLC522,304$20.46M0.4%-16.8%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC28,741$1.13M0.0%N/A0.000%
4/10/2025 Peak Financial Advisors LLC148,996$5.84M3.0%N/A0.000%
2/20/2025 Michels Family Financial LLC7,778$301K0.3%N/A0.000%
2/17/2025Napa Wealth Management21,236$821K0.4%N/A0.000%
2/17/2025Cetera Investment Advisers33,490$1.30M0.0%-44.9%0.000%
2/17/2025Captrust Financial Advisors3,753,977$145.20M0.4%+6.4%0.000%
2/17/2025Cary Street Partners Financial LLC859,520$33.25M1.1%N/A0.000%
2/17/2025Bank of America Corp DE58,048$2.25M0.0%N/A0.000%
2/14/2025Jane Street Group LLC34,900$1.35M0.0%N/A0.000%
2/14/2025Bridgewealth Advisory Group LLC7,095$275K0.1%N/A0.000%
2/14/2025Stifel Financial Corp18,291$707K0.0%+7.0%0.000%
2/13/2025Mariner LLC17,472$676K0.0%N/A0.000%
2/13/2025Advisory Services Network LLC19,990$773K0.0%-1.9%0.000%
2/13/2025Envestnet Asset Management Inc.444,225$17.18M0.0%+49.8%0.000%
2/12/2025Thoroughbred Financial Services LLC13,794$533K0.0%+18.5%0.000%
2/12/2025JPMorgan Chase & Co.2,597$100K0.0%-96.5%0.000%
2/12/2025Ariadne Wealth Management LP37,389$1.45M0.7%N/A0.000%
2/11/2025LPL Financial LLC589,359$22.80M0.0%+104.9%0.000%
2/10/2025Leelyn Smith LLC65,177$2.52M0.4%N/A0.000%
2/10/2025Envestnet Portfolio Solutions Inc.65,728$2.54M0.0%+18.1%0.000%
2/10/2025Commonwealth Equity Services LLC19,053$737K0.0%+85.6%0.000%
2/10/2025Hollencrest Capital Management1,280$50K0.0%N/A0.000%
2/7/2025Frontier Asset Management LLC21,032$814K0.3%-48.8%0.000%
2/6/2025Vantage Financial Partners LLC13,896$537K0.1%N/A0.000%
2/6/2025M&T Bank Corp1,108,240$42.87M0.1%-4.2%0.000%
2/6/2025Steward Partners Investment Advisory LLC36,830$1.43M0.0%+1,078.6%0.000%
2/5/2025US Bancorp DE3,841$149K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.10,526$407K0.0%N/A0.000%
2/3/2025Pasadena Private Wealth LLC224,039$8.67M1.8%N/A0.000%
1/31/2025Global Retirement Partners LLC1,994$77K0.0%N/A0.000%
1/31/20253EDGE Asset Management LP60,409$2.34M0.1%N/A0.000%
1/30/2025Principal Securities Inc.4,936$191K0.0%N/A0.000%
1/29/2025CAP Partners LLC15,762$610K0.4%+12.6%0.000%
1/28/2025Tandem Financial LLC41,234$1.60M1.7%N/A0.000%
1/27/2025Tectonic Advisors LLC496,926$19.22M1.3%+8.7%0.000%
1/27/2025Weaver Capital Management LLC121,037$4.68M1.3%N/A0.000%
1/23/2025White & Co Financial Planning Inc212,874$8.23M7.0%N/A0.000%
1/22/2025FSC Wealth Advisors LLC14,623$566K0.4%+6.4%0.000%
1/21/2025 Exchange Traded Concepts LLC627,755$24.28M0.5%N/A0.000%
1/16/2025 UMB Bank n.a.28,231$1.09M0.0%N/A0.000%
1/15/2025Arkadios Wealth Advisors15,985$618K0.0%-3.1%0.000%
1/15/2025Morton Capital Management LLC CA1,239,732$47.95M9.0%+2.1%0.000%
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Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.

Now he's identified his next potential winner. Click here to find out more.
1/14/2025 Park Avenue Securities LLC6,081$235K0.0%N/A0.000%
1/3/2025 Versant Capital Management Inc5,534$214K0.0%N/A0.000%
12/26/2024JPMorgan Chase & Co.74,618$2.97M0.0%N/A0.000%
11/19/2024M&T Bank Corp1,156,777$46.05M0.2%+2.9%0.000%
11/18/2024Arete Wealth Advisors LLC6,698$267K0.0%N/A0.000%
11/15/2024M&T Bank Corp1,156,777$46.05M0.1%+2.9%0.000%
11/15/2024Stifel Financial Corp17,102$681K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors3,528,110$140.45M0.4%+6.5%0.000%
11/7/2024CAP Partners LLC13,997$557K0.4%+8.5%0.000%
10/30/2024Cary Street Partners Asset Management LLC588,718$23.44M3.0%+64.5%0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 69 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($145.20M), First Pacific Financial ($74.23M), Morton Capital Management LLC CA ($51.06M), M&T Bank Corp ($50.85M), Cary Street Partners Financial LLC ($44.94M), LPL Financial LLC ($41.28M), and Envestnet Asset Management Inc. ($35.40M).Learn more on TCW Flexible Income ETF's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF's stock?

Of the 66 institutional investors that purchased TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Pacific Financial ($1.88M), Envestnet Asset Management Inc. ($1.46M), Cary Street Partners Financial LLC ($1.15M), LPL Financial LLC ($766.21K), Exchange Traded Concepts LLC ($627.76K), Peak Financial Advisors LLC ($547.26K), and Francis Financial Inc. ($459.51K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 10,534,097 shares in the last 24 months. This purchase volume represents approximately $411.26M in transactions.

Which of TCW Flexible Income ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($145.65K), JPMorgan Chase & Co. ($72.02K), M&T Bank Corp ($48.54K), Cetera Investment Advisers ($27.27K), Royal Bank of Canada ($20.18K), Frontier Asset Management LLC ($20.07K), and Litman Gregory Wealth Management LLC ($2.63K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 342,484 shares in the last 24 months. This volume of shares sold represents approximately $13.35M in transactions.


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This page (NYSEARCA:FLXR) was last updated on 7/19/2025 by MarketBeat.com Staff
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